Do you need help getting started?

ProTPA provides advisors full consulting on how to get into the 401k business: how to find leads, sources for referrals, requisite knowledge for sales meetings, product knowledge and how to choose the right platform, and how to service the plan and retain clients.

Are you interested in increasing your 401k revenue?

We will review your current plans and show you ways to potentially increase your revenue as an advisor, while lowering costs for your clients and giving them better investment options.

Do you need information on specific companies?

ProTPA can do company-specific research. We can tell you the total plan assets, the number of participants, the investment platform, and the current advisor on any company’s 401k plan. We can put together targeted marketing lists based on location, assets/participants, and platform to help you increase your marketing and improve your sales.

Are you an RIA or Investment Manager interested in the 401k industry?

ProTPA can help you develop and market a 401k plan utilizing your managed models/portfolios. We can also assist with technological issues regarding trading, transferring assets, pooling assets, statements, etc. It is our goal to be the back office support while you focus on managing the investments in the plan.

Are you interested in private labeling or personalized marketing/branding?

If you bring 10 or more plans to ProTPA, we will private label our services free of charge, and help you create custom marketing materials that utilize the branding of your firm. We will help you get bulk prices on printing, and assist with design and marketing. We will do this for all other advisors for a fee.

E. S. Beveridge & Associates, Inc. • P.O. Box 636, Mansfield, Ohio 44901 • 567-247-7639 x35 •